J.P. Morgan Wealth Management – Private Client Advisor - Chico, Marysville, CA and Surrounding Areas

Location: Chico, CA, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our team in the Chico, Marysville, CA, and surrounding areas. As a branch-based advisor, you will play a pivotal role in helping individuals and families achieve their financial aspirations through comprehensive planning and personalized advice. Leveraging J.P. Morgan's global resources and innovative tools, you will deliver holistic wealth management solutions, including investment strategies, retirement planning, and estate services, all while fostering trust-based relationships in a dynamic retail environment. This position offers the opportunity to make a meaningful impact in Northern California communities, combining client advocacy with the prestige of one of the world's leading financial institutions. Your day-to-day responsibilities will involve conducting in-depth financial consultations to assess client needs and goals, recommending tailored investment portfolios from J.P. Morgan's diverse offerings, and providing ongoing guidance amid evolving market conditions. You will collaborate closely with branch colleagues, such as Chase bankers, to create seamless experiences for clients, while actively prospecting for new opportunities through local networking and referrals. Compliance and ethical standards are paramount, ensuring all advice aligns with regulatory guidelines and J.P. Morgan's commitment to integrity. Success in this role requires a passion for financial services, the ability to thrive in a goal-oriented setting, and a client-first mindset that drives long-term loyalty. J.P. Morgan Wealth Management empowers advisors like you with cutting-edge technology, robust training, and a supportive culture to excel in a competitive industry. If you are a licensed professional with a proven track record in advisory services, eager to grow your career in a region known for its vibrant communities and economic potential, we invite you to bring your expertise to our team. Join us to not only advance your professional journey but also contribute to the financial well-being of families across Chico, Marysville, and beyond.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in branch locations
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored solutions
• Conduct comprehensive financial needs assessments, including retirement planning, estate planning, and risk management
• Recommend and implement investment portfolios using J.P. Morgan's suite of products, including mutual funds, ETFs, and alternative investments
• Collaborate with J.P. Morgan teams, such as bankers and specialists, to offer holistic wealth management services
• Prospect for new clients through community networking, referrals, and branch-based marketing in Chico, Marysville, and surrounding areas
• Ensure compliance with all regulatory requirements, including FINRA, SEC, and internal J.P. Morgan policies
• Monitor client portfolios and provide ongoing performance reviews and adjustments based on market conditions
• Educate clients on financial products, market trends, and economic factors to support informed decision-making
• Achieve individual and team sales goals while upholding J.P. Morgan's commitment to client-centric service

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• At least 3 years of experience in financial services, wealth management, or client advisory roles
• Valid life insurance license or willingness to obtain within 90 days of hire
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning principles, investment strategies, and regulatory compliance
• Ability to work in branch locations in Chico, Marysville, CA, and surrounding areas

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• 5+ years of experience as a financial advisor or in wealth management at a major financial institution
• Experience with J.P. Morgan's proprietary wealth management tools and platforms
• Bilingual proficiency in Spanish or other local languages spoken in Northern California communities
• Prior success in generating new business and achieving sales targets in a competitive market

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, alternatives)
• Client relationship building and retention
• Sales and business development
• Regulatory compliance (FINRA, SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and persuasion
• Market trend analysis
• Team collaboration
• Ethical decision-making

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualifying candidates moving to the Chico/Marysville area

JP Morgan Chase is an equal opportunity employer.